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很多人還在拼命找利空,但這輪市場下跌,其實不是被某一條消息砸下來的,而是市場開始重新評估未來到底有多不穩定。
關稅來回反轉、地緣局勢升級、盟友關係動搖,資金開始系統性撤離風險資產。黃金不斷創新高,而 BTC 卻一路回撤,所以已經很清楚了,市場現在把比特幣當成風險資產,而不是避險資產。
跌破 92k 之後結構轉弱,88k 只是過程,真正的變數只有一個:特朗普接下來還會說什麼、做什麼